JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
Microsoft
MSFT
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1451
Cirrus Logic
CRUS
$6.17B
| $30.9M | ﹤0.01% |
296,699
-13,844
| -4% | -$1.44M |
|
1452
LXP Industrial Trust
LXP
$2.73B
| $30.8M | ﹤0.01% |
3,726,176
-14,740
| -0.4% | -$122K |
|
1453
Liberty Live Group Series A
LLYVA
$8.64B
| $30.7M | ﹤0.01% |
386,705
+139,055
| +56% | +$11.1M |
|
|
MRX
1454
Marex Group
MRX
$2.39B
| $30.7M | ﹤0.01% |
777,615
+400,842
| +106% | +$15.8M |
|
1455
Park Hotels & Resorts
PK
$2.39B
| $30.7M | ﹤0.01% |
2,998,594
+410,176
| +16% | +$4.2M |
|
1456
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.09B
| $30.6M | ﹤0.01% |
175,531
+104,963
| +149% | +$18.3M |
|
1457
Chesapeake Utilities
CPK
$3.03B
| $30.6M | ﹤0.01% |
254,563
-9,855
| -4% | -$1.18M |
|
1458
SPDR S&P Global Natural Resources ETF
GNR
$3.31B
| $30.6M | ﹤0.01% |
563,243
-15,207
| -3% | -$825K |
|
1459
JPMorgan Active Bond ETF
JBND
$3.15B
| $30.5M | ﹤0.01% |
570,031
+47,356
| +9% | +$2.54M |
|
1460
HSBC
HSBC
$241B
| $30.5M | ﹤0.01% |
502,200
+309,738
| +161% | +$18.8M |
|
1461
CNO Financial Group
CNO
$3.84B
| $30.5M | ﹤0.01% |
791,095
-123,528
| -14% | -$4.77M |
|
1462
Vanguard Mega Cap Growth ETF
MGK
$30.8B
| $30.5M | ﹤0.01% |
83,322
+6,999
| +9% | +$2.56M |
|
1463
Schwab US Large-Cap Value ETF
SCHV
$13.6B
| $30.4M | ﹤0.01% |
1,099,529
+315,242
| +40% | +$8.72M |
|
1464
New Jersey Resources
NJR
$4.71B
| $30M | ﹤0.01% |
670,090
+27,147
| +4% | +$1.22M |
|
1465
Telephone and Data Systems
TDS
$4.37B
| $30M | ﹤0.01% |
842,088
-283,421
| -25% | -$10.1M |
|
1466
Ericsson
ERIC
$26.9B
| $29.9M | ﹤0.01% |
3,524,928
+3,014,724
| +591% | +$25.6M |
|
1467
iShares Morningstar Growth ETF
ILCG
$3.06B
| $29.8M | ﹤0.01% |
307,252
-14,425
| -4% | -$1.4M |
|
1468
KT
KT
$9.35B
| $29.7M | ﹤0.01% |
1,430,132
+479,564
| +50% | +$9.97M |
|
1469
SPDR Portfolio High Yield Bond ETF
SPHY
$9.22B
| $29.7M | ﹤0.01% |
1,248,456
+631,146
| +102% | +$15M |
|
1470
Ryder
R
$7.5B
| $29.6M | ﹤0.01% |
185,852
+37,960
| +26% | +$6.04M |
|
1471
ONE Gas
OGS
$4.55B
| $29.5M | ﹤0.01% |
411,043
-420,934
| -51% | -$30.2M |
|
1472
Pagaya Technologies
PGY
$3.24B
| $29.5M | ﹤0.01% |
1,385,279
+1,127,242
| +437% | +$24M |
|
1473
Doximity
DOCS
$13.6B
| $29.4M | ﹤0.01% |
479,112
+17,769
| +4% | +$1.09M |
|
1474
Dyne Therapeutics
DYN
$1.87B
| $29.4M | ﹤0.01% |
3,086,779
+555,466
| +22% | +$5.29M |
|
1475
PTC Therapeutics
PTCT
$4.8B
| $29.4M | ﹤0.01% |
601,560
-1,922
| -0.3% | -$93.9K |
|